Financial Tools:
We provide these tools to help you plan and think more concretely about your future. Let us know what else you need as you dream about the next season of your life.
Recommended Online Resources
This site offers all IRS tax forms since 1991, including instructions and relevant publications, in PDF format.
IRS FORMS
↳ IRS.gov →
This web site assists those seeking information about Roth IRAs, Forum List, Capital Gains and Alternative Minimum Tax (AMT) through its Tax Help Center and Reference Room.
FAIRMARK
↳ Fairmark.com →
College 529 Savings Plans – Use these sites to compare College 529 Plans and understand how they can be used to finance college tuition.
Saving for College
↳ SavingForCollege.com →
Bright Directions
↳ BrightDirections.com →
College Savings Plan Network
↳ CollegeSavings.org →
Calculators
Great tools to help you plan:
CURRENCY
↳ Exchange Calculator →
MORTGAGE
↳ Fixed Mortgage Calculator →
RETIREMENT - 401K
↳ 401(k) Savings Calculator →
RETIREMENT - PLAN
↳ Retirement Calculator →